A complete list of active advisors currently associated with The Montgomery Financial Group, Inc.

Warmer can help you find a great advisor at The Montgomery Financial Group, Inc. or one who fits your needs even better.

The Montgomery Financial Group serves individual and high‑net‑worth clients as well as small business owners, providing discretionary investment management, financial planning, and investment consultations. The firm also offers a range of non‑investment advisory services to individuals and small businesses, including tax return preparation, bookkeeping, payroll, and assistance with business entity setup. Investment portfolios are built using a Modern Portfolio Theory framework, typically emphasizing cost‑efficient index mutual funds and ETFs, with individualized investment policy statements, periodic rebalancing, and ongoing monitoring. The firm generally takes a long‑term perspective, conducts quarterly account reviews and an annual meeting, and will manage accounts on a discretionary basis consistent with client objectives. Noteworthy aspects include that roughly 42% of the firm’s efforts are directed to non‑investment services for individuals and small businesses, a level of non‑investment activity that is atypical for many advisory firms focused on portfolio management. The firm operates with a small advisory team and a centralized leadership structure in which senior management also performs compliance and data‑security functions; it provides fee‑only advice, does not sponsor wrap fee programs, and does not charge performance‑based fees.

To learn more about the advisors currently working at The Montgomery Financial Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.